HBDI® Certified Practitioners can now offer Thinkers a series of activities to share and compare their HBDI® profile and understand their team(s). Sharing the HBDI Profile on the Thinker Platform is toggled on for an Organization or a Division of an organization by the Herrmann team. The Teams "feature" will be included for Organizations that have "Sharing" turned on.
Quick Tip: To quickly see if you have the Teams feature available, click the "Create" link in your top menu and look for the word "Teams". If you don't see it, contact your Herrmann Representative to gain access.
Once the Teams feature is "on" for an Organization Practitioners can create Teams that are visible to the Thinkers in the Thinker Portal.
For more information on the Teams Feature you can check out this overview article:
Teams Feature: Overview Article Here
This article is to walk you through the instructions of "How To Create a Team". There are a few different ways you can create a Team that is visible in the Thinker Portal.
- While running an HBDI Team Report from the Assessments or Assessment Groups Page
- From the Reports top menu
- From the Create top menu
Best Practice:
Practitioners are encouraged to prepare a Team Report for each Team and provide that Team with an HBDI Team Debrief. So, there is an "easy button" in that process to allow you to create a Team while you create a Team Report.
While running an HBDI Team Report from the Assessments or Assessment Groups Page
If you've gone to Search For Assessments or Search For Assessments Groups, and selected the assessments or group you want to use for a Team Report, and then you've requested the NEW HBDI Team Report FACILITATOR COPY or the NEW HBDI Team Report PARTICIPANT COPY and then you Generate Report. This process hasn't changed at all.
Then you'll enter the Team Report front page information...just like you've done in the past.
Then comes the new...
After you click Generate Report, two options pop up.
First you are offered the chance to Download the report you just requested. You'll want to download your report...
AND, you are offered the "Create Team" option to make this group into a team that can view their data on the thinker portal.
Selecting the Create Team option opens a new tab that allows you to "prepare the team" for the Thinker Portal.
1-You'll need to select the Organization that all these Thinkers belong to.
Quick note: Teams are directly related to sharing, so Thinkers must belong to the same Organization in order to view their Team information on the Portal.
2-Name the Team. Name it carefully since Team Members could potentially belong to more than one Team, and they will choose the Team from the list on their Thinker portal.
3-If you need to add any Team members you can do this here.
Quick Tip: You can only add Team members who have Unlocked their HBDI® Results. If you don't find a Team member, that could be the first thing to check for. Search For> Thinkers> look to see if the Thinker shows "locked" or "unlocked". If "locked" you can unlock them, or you can encourage them to use the unlock code or the Journey activities to unlock their results and then add them to the Team.
4-Or if you need to remove any Team members you can do this here.
Then click Save
You have the chance to verify the team members
Confirm (or Cancel)
Once confirmed, your Team will be ready to view their Team Info on the Thinker Portal.
From the Reports top Menu
Select the NEW HBDI Team Report FACILITATOR COPY or the NEW HBDI Team Report PARTICIPANT COPY
Select the group or assessments you want to include in the report
Click the Run My Report button
Enter the Team Report Information needed for the cover page
Click Generate Report
After you click Generate Report, two options pop up.
First you are offered the chance to Download the report you just requested. You'll want to download your report...
AND, you are offered the "Create Team" option to make this group into a team that can view their data on the thinker portal.
Selecting the Create Team option opens a new tab that allows you to "prepare the team" for the Thinker Portal.
1-You'll need to select the Organization that all these Thinkers belong to.
Quick note: Teams are directly related to sharing, so Thinkers must belong to the same Organization in order to view their Team information on the Portal.
2-Name the Team. Name it carefully since Team Members could potentially belong to more than one Team, and they will choose the Team from the list on their Thinker portal.
3-If you need to add any Team members you can do this here.
Quick Tip: You can only add Team members who have Unlocked their HBDI® Results. If you don't find a Team member, that could be the first thing to check for. Search For> Thinkers> look to see if the Thinker shows "locked" or "unlocked". If "locked" you can unlock them, or you can encourage them to use the unlock code or the Journey activities to unlock their results and then add them to the Team.
4-Or if you need to remove any Team members you can do this here.
Then click Save
You have the chance to verify the team members
Confirm (or Cancel)
Once confirmed, your Team will be ready to view their Team Info on the Thinker Portal.
From the Create top menu
The Axon Top Menu consists of a few key action items...one of which is "Create".
1>Here you'll be able to create a Team.
A form opens.
2>Begin by selecting the Division/Organization or branch of your data tree that you where this Team lives. Only Thinker within this branch will be able to be part of a Team within that branch, and view other Thinkers HBDI Profiles.
3>Name the Team. Name it carefully since Team Members could potentially belong to more than one Team, and they will choose the Team from the list on their Thinker portal.
4>The search for Thinkers/Team Members by name or email address in the search box.
Then and add them to the Team.
Quick Tip: You can only add Team members who have Unlocked their HBDI® Results. If you don't find a Team member, that could be the first thing to check for. Search For> Thinkers> look to see if the Thinker shows "locked" or "unlocked". If "locked" you can unlock them, or you can encourage them to use the unlock code or the Journey activities to unlock their results and then add them to the Team.
Then finally save the Team once you have all the members added.
5> Save the Team
6> You have the chance to verify the team members
7> Confirm (or Cancel)
Once confirmed, your Team will be ready to view their Team Info on the Thinker Portal.
How to Edit and View Teams You Created on the Herrmann Portal
To edit or to view the Teams you have created for the Herrmann Platform, simply use the top menu item:
Search For>
Teams
There you will be presented with the list of Teams that have been created in the Data you have access to.
Click the "Edit" link next to a Team you would like to change.
You can add or remove Thinkers, change the name of the Team, or delete the Team entirely.
Click the "View" link to see what the Team members will see on their Thinker Portal. This view will allow you to share your screen in a presentation to that Team, and walk them through the various resources they will have access to as they use the Team on a routine basis to improve their Whole Brain® Thinking and increase their team effectiveness.
Other Articles of Interest:
Team Accelerator Tools in the Herrmann Thinker Portal
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